IWC
OPI

Integrated Wealth Concepts’s Office Properties Income Trust OPI Stock Holding History

Integrated Wealth Concepts’s Portfolio OPI Stock Details OPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85 Buy
+5
New +$86 ﹤0.01% 5820

Other funds holding OPI

N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Integrated Wealth Concepts's OPI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Office Properties Income Trust (OPI) in Q2 2026: 5 shares worth $85. The stake represents ﹤0.01% of the portfolio and ranks #5820 among its holdings.

8 funds tracked by Wall St. Rank hold OPI as of Q2 2026.

  • Integrated Wealth Concepts held 5 shares of Office Properties Income Trust worth $85 as of Q2 2026.
  • Office Properties Income Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • Office Properties Income Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5820 holding.
  • 8 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.